2023-05-15T21:21:08-05:00 2022-06-30 873707167 CBIZ MARKS PANETH LLC 685 THIRD AVENUE NEW YORK NY 10017 990 2021-07-01 237300636 AMERICAN SYMPHONY ORCHESTRA LEAGUE D/B/A LEAGUE OF AMERICAN ORCHESTRAS AMER 2122625161 520 8TH AVE 2005 NEW YORK NY 10018 SIMON WOODS PRESIDENT AND CEO 6468224022 2023-05-13 1 SIMON WOODS XXX-XX-XXXX MAGDALENA CZERNIAWSKI P00535099 2125038800 2023-05-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LEAGUE OF AMERICAN ORCHESTRAS SIMON WOODS 520 8TH AVE 2005 NEW YORK NY 10018 7956381 0 X WWW.AMERICANORCHESTRAS.ORG X 1962 NY TO ADVANCE THE EXPERIENCE OF ORCHESTRAL MUSIC, SUPPORT THE PEOPLE AND ORGANIZATIONS THAT CREATE IT, AND CHAMPION THE CONTRIBUTIONS THEY MAKE TO THE HEALTH AND VIBRANCY OF COMMUNITIES. 51 51 33 62 120511 0 6605003 7213333 263509 617917 40400 102676 22177 22455 6931089 7956381 949950 649150 0 0 4182726 3810269 0 0 858400 2107442 2314001 7240118 6773420 -309029 1182961 11789942 11866825 4203795 3865108 7586147 8001717 X TO ADVANCE THE EXPERIENCE OF ORCHESTRAL MUSIC, SUPPORT THE PEOPLE AND ORGANIZATIONS THAT CREATE IT, AND CHAMPION THE CONTRIBUTIONS THEY MAKE TO THE HEALTH AND VIBRANCY OF COMMUNITIES. 0 0 1975572 649150 411388 LEARNING AND LEADERSHIP DEVELOPMENT: THE LEAGUE DELIVERS A RANGE OF ONLINE AND IN-PERSON LEARNING OPPORTUNITIES, INCLUDING SEMINARS AND WEBINARS, CONSTITUENCY MEETINGS, MENTORING PROGRAMS, AND COHORT-BASED PROGRAMS. IT ALSO OPERATES GRANT-MAKING PROGRAMS THAT SUPPORT ORGANIZATIONAL LEARNING IN INNOVATION AND IN EQUITY, DIVERSITY AND INCLUSION. THROUGH THESE PROGRAMS, ORCHESTRA STAFF, BOARD MEMBERS, MUSICIANS, AND VOLUNTEERS CAN ACQUIRE SKILLS, KNOWLEDGE, AND NETWORKS THAT ARE VITAL TO THEIR LEADERSHIP IN THE FIELD. THE ANNUAL NATIONAL CONFERENCE AND MID WINTER MANAGERS MEETING OFFER ADDITIONAL OPPORTUNITIES FOR NETWORKING AND PROFESSIONAL DEVELOPMENT, WHILE PROVIDING A FORUM TO DISCUSS EMERGING ISSUES AND TRENDS, EXCHANGE IDEAS, AND MODEL POSSIBLE RESPONSES TO FIELD-WIDE CHALLENGES AND OPPORTUNITIES. 1182309 107568 COMMUNICATIONS AND PUBLIC RELATIONS: THE LEAGUE PROVIDES ORCHESTRAS AND INDIVIDUALS WITH UPDATES AND NEWS ABOUT THE FIELD; DEVELOPS STRATEGIC MESSAGING ABOUT THE PUBLIC VALUE OF ORCHESTRAS FOR USE NATIONALLY AND BY ORCHESTRAS LOCALLY; FURNISHES FIELD-WIDE DATA AND CONTEXT TO JOURNALISTS; AND PROVIDES MEDIA RELATIONS GUIDANCE TO ORCHESTRAS NATIONWIDE. 852840 MEMBER SERVICES: THE LEAGUE PROVIDES SOME 2,000 MEMBERS WITH EXTENSIVE INFORMATION ABOUT THE FIELD, INCLUDING TRENDS, OPEN POSITIONS, NEW APPOINTMENTS, AND THE MANY OTHER ACTIVITIES OF THE NATION'S ORCHESTRAS. SERVICES TO MEMBERS INCLUDE SPECIALIZED GUIDANCE ON OPERATIONS, ARTISTIC, AND COMMUNITY ENGAGEMENT TOPICS THAT SUPPORT THE CAPACITY OF ORCHESTRAS TO DELIVER ON MISSION. MEMBERS ARE INVITED TO PARTICIPATE IN AN ONLINE COMMUNITY, A CONFIDENTIAL SPACE WHERE THEY CAN SHARE THEIR EXTENSIVE KNOWLEDGE AND LEARN ABOUT BEST PRACTICES THROUGHOUT THE FIELD. 486166 ADVOCACY: THE LEAGUE REPRESENTS THE INTERESTS OF AMERICAN ORCHESTRAS TO MEMBERS OF CONGRESS AND THE EXECUTIVE BRANCH ON ISSUES AFFECTING THE ORCHESTRA FIELD; DISTRIBUTES UPDATES ON PENDING LEGISLATION, WITH RECOMMENDATIONS FOR LOCAL ACTION; AND PROVIDES ASSISTANCE TO ORCHESTRAS TO BUILD THEIR CAPACITY FOR LOCAL AND STATE ADVOCACY. 446868 RESEARCH AND DEVELOPMENT: THE LEAGUE EQUIPS ORCHESTRAS WITH INDUSTRY-SPECIFIC RESEARCH AND INFORMATION TO FUEL INNOVATION AND PROVIDES THE DATA AND INFORMATION THEY NEED TO MAKE KEY DECISIONS. THE LEAGUE ALSO CONDUCTS, ANALYZES, AND DISSEMINATES A RANGE OF SURVEYS-FROM QUICK QUESTIONS FOCUSING ON SPECIFIC ISSUES, TO ANNUAL, IN-DEPTH STUDIES. 933034 4943755 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 71 0 1 33 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 51 51 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X ANDREW CLARK VP FINANCE & ADMINISTRATION 6468224022 520 8TH AVE RM 2005 NEW YORK NY 10018 AARON FLAGG SECRETARY 2.00 X X 0 0 0 AFA S DWORKIN DIRECTOR 2.00 X 0 0 0 ALAN MASON DIRECTOR 2.00 X 0 0 0 ALAN PIERSON DIRECTOR 2.00 X 0 0 0 ALAN VALENTINE DIRECTOR 2.00 X 0 0 0 ALBERTA ARTHURS DIRECTOR 2.00 X 0 0 0 ALFRED MOORE DIRECTOR 2.00 X 0 0 0 ANDREA KALYN DIRECTOR 2.00 X 0 0 0 BOB WAGNER DIRECTOR 2.00 X 0 0 0 BURTON ALTER DIRECTOR 2.00 X 0 0 0 CARMEN AMALIA CORRALES DIRECTOR 2.00 X 0 0 0 CATHERINE C MOYE DIRECTOR 2.00 X 0 0 0 CHARLES DICKERSON III DIRECTOR 2.00 X 0 0 0 CHRIS DOERR DIRECTOR 2.00 X 0 0 0 DAN HART DIRECTOR 2.00 X 0 0 0 DANIEL BERNARD ROUMAIN DIRECTOR 2.00 X 0 0 0 DANIEL SONG DIRECTOR 2.00 X 0 0 0 DAVID ALAN MILLER DIRECTOR 2.00 X 0 0 0 DAVID WHITEHILL DIRECTOR (OUTGOING) 2.00 X 0 0 0 DOUGLAS M HAGERMAN CHAIR 4.00 X X 0 0 0 EDWARD YIM DIRECTOR 2.00 X 0 0 0 GARY GINSTLING DIRECTOR 2.00 X 0 0 0 GLORIA DEPASQUALE DIRECTOR (OUTGOING) 2.00 X 0 0 0 HELEN SHAFFER DIRECTOR 2.00 X X 0 0 0 HENRY PEYREBRUNE DIRECTOR 2.00 X 0 0 0 HOWARD D PALEFSKY TREASURER 4.00 X X 0 0 0 HUGH W LONG PHD DIRECTOR 2.00 X 0 0 0 ISAAC THOMPSON DIRECTOR 2.00 X 0 0 0 JEFF VOM SAAL DIRECTOR 2.00 X 0 0 0 JENNIFER KOH DIRECTOR 2.00 X 0 0 0 JENNIFER MONDIE DIRECTOR 2.00 X 0 0 0 JIM HASLER DIRECTOR 2.00 X 0 0 0 JULIE MEREDITH DIRECTOR 2.00 X 0 0 0 KATHRYN BOUCHER DIRECTOR 2.00 X 0 0 0 KJRISTINE LUND DIRECTOR 2.00 X 0 0 0 LINA GONZALEZ-GRANADOS DIRECTOR 2.00 X 0 0 0 LORENZO CANDELARIA DIRECTOR 2.00 X 0 0 0 LOWELL J NOTEBOOM DIRECTOR (OUTGOING) 2.00 X 0 0 0 MARIAN GODFREY DIRECTOR 2.00 X 0 0 0 MARISA EISMANN MD DIRECTOR 2.00 X 0 0 0 MARK JUNG DIRECTOR 2.00 X 0 0 0 MARK PEACOCK DIRECTOR 2.00 X 0 0 0 MARY LOUISE GORNO DIRECTOR 2.00 X 0 0 0 MARY PATTON DIRECTOR 2.00 X 0 0 0 MELANIE CLARKE VICE CHAIR 4.00 X X 0 0 0 MELIA TOURANGEAU DIRECTOR 2.00 X 0 0 0 PATRICIA A RICHARDS DIRECTOR 2.00 X 0 0 0 PRATICHI SHAH DIRECTOR 2.00 X 0 0 0 RHONDA HUNSINGER DIRECTOR 2.00 X 0 0 0 ROBERT J WAGNER DIRECTOR (OUTGOING) 2.00 X 0 0 0 ROBERT NAPARSTEK DIRECTOR 2.00 X 0 0 0 ROSINA CANNIZZARO DIRECTOR 2.00 X 0 0 0 SHARON HATCHETT DIRECTOR 2.00 X 0 0 0 SHEILA WILLIAMS DIRECTOR 2.00 X 0 0 0 STEVE C PARRISH VICE CHAIR (OUTGOING) 4.00 X X 0 0 0 TRINE SORENSEN DIRECTOR 2.00 X 0 0 0 CELESTE WROBLEWSKI VP MARKETING AND COMM. 37.50 X 170663 0 32121 HEATHER NOONAN VP ADVOCACY 37.50 X 200155 0 56083 KAREN YAIR VP KNOWLEDGE LEARNING 37.50 X 170640 0 44006 MARC MARTIN SENIOR DIRECTOR OF FINANCE 37.50 X 117378 0 41998 MARLAH MCDUFFIE VP OF DEVELOPMENT 37.50 X 198919 0 36203 SIMON WOODS PRESIDENT/CEO 37.50 X 394119 0 74616 AUDREY ELLIOTT-RISBUD SENIOR DIRECTOR DEV. 37.50 X 114598 0 43451 RACHEL GALLANT EXECUTIVE LEADERSHIP PROGRAM 37.50 X 121382 0 52877 ROBERT SANDLA EDITOR IN CHIEF SYMPHONY M 37.50 X 116270 0 22526 JESSE ROSEN PRESIDENT/CEO (FORMER) 37.50 X 124062 0 30573 1728186 0 434454 10 1 1 0 0 1713756 822647 4676930 7213333 MEETINGS AND SEMINARS 900099 510349 510349 SYMPHONY MAGAZINE 541800 107568 107568 617917 102676 102676 WEBSITE POSTING 900099 12618 12618 OTHER REVENUE 900099 8607 8607 MAILING LIST 900099 905 905 325 325 22455 7956381 518956 120511 103581 649150 649150 1365105 937190 195756 232159 1752010 1304697 174675 272638 64198 43633 6887 13678 364119 269462 44867 49790 264837 195150 30774 38913 17642 17642 73153 73153 28807 28807 469107 321136 128786 19185 297770 148532 133788 15450 296566 233090 14674 48802 346062 239066 53669 53327 107911 91743 7507 8661 173305 144321 6031 22953 158312 73378 82951 1983 18997 8367 8300 2330 STAFF TRAINING 150572 75159 2200 73213 EQUIP RENTAL & REPAIRS 148177 133946 9937 4294 BAD DEBT 21407 21407 MISCELLENAOUS 6213 2582 2607 1024 6773420 4943755 971265 858400 300 300 813181 1160482 1129336 2128226 116395 131531 105346 136901 3417703 2726868 831460 690835 5574746 4717771 3219178 2900779 11789942 11866825 152277 366696 401796 565908 432217 3217505 2932504 4203795 3865108 X 877423 1275582 6708724 6726135 7586147 8001717 11789942 11866825 1182961 -767391 0 X X 0 1 X 1 0 X 3964832 8960651 4396876 6605003 7213333 31140695 3964832 8960651 4396876 6605003 7213333 31140695 6818970 24321725 84699 104244 76367 40400 102676 408386 15113 4130 4924 17731 9512 51410 31600491 2726046 0.76970 0.76720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2017 AMOUNT: $ 13,713. 2018 AMOUNT: $ 2,230. 2019 AMOUNT: $ 4,034. 2020 AMOUNT: $ 17,541. 2021 AMOUNT: $ 8,607. MAILING LIST - 2017 AMOUNT: $ 1,400. 2018 AMOUNT: $ 1,900. 2019 AMOUNT: $ 890. 2020 AMOUNT: $ 190. 2021 AMOUNT: $ 905. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2688 70465 73153 6700267 6773420 488671 122168 0 0 562403 553386 512006 488671 2116466 3174699 81979 84964 98086 73153 338182 140601 138347 128002 122168 529118 793677 5450 1533 5532 2688 15203 PART I-A, LINE 1: THE LEAGUE CONDUCTED DIRECT LOBBYING ON BEHALF OF ITS CONSTITUENT ORCHESTRA MEMBERS, AND GRASSROOTS LOBBYING IN PARTNERSHIP WITH OTHER NATIONAL ARTS AND NONPROFIT SERVICE ORGANIZATIONS, RELATED TO APPROPRIATIONS FOR NATIONAL ENDOWMENT FOR THE ARTS, INTERNATIONAL CULTURAL EXCHANGE AND ARTS EDUCATION PROGRAMMING, AND SUPPORT FOR ARTS EDUCATION IN THE REAUTHORIZATION OF THE ELEMENTARY AND SECONDARY EDUCATION ACT. LEAGUE STAFF WERE ALSO INVOLVED IN EFFORTS RELATED TO VISA AND TAX REQUIREMENTS FOR INTERNATIONAL GUEST ARTISTS, CHARITABLE GIVING INCENTIVES, PROTECTING THE USE OF WIRELESS MICROPHONES, AND SUPPORTIVE POLICIES FOR DOMESTIC AND INTERNATIONAL TRAVEL AND USE OF MUSICAL INSTRUMENTS. 0 5016442 545312 187500 4283630 4298706 902736 185000 5016442 4412316 71390 185000 4298706 4347436 249880 185000 4412316 4341007 348276 341847 4347436 0.83130 0.16870 1 0 1221580 980007 241573 371214 257456 113758 1824909 1489405 335504 690835 SECURITY DEPOSITS 186766 OPERATING LEASE RIGHT-OF-USE ASSETS 2714013 2900779 LEASE LIABILITY 2932504 2932504 X 7160183 -767391 -767391 7927574 28807 28807 7956381 6744613 0 6744613 28807 28807 6773420 PART V, LINE 4: THE LEAGUE'S ENDOWMENT INVESTMENT POLICY IS TO INVEST ASSETS INTO INVESTMENT INSTRUMENTS APPROVED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, OR THE INVESTMENT COMMITTEE SUBCOMMITTEE THEREOF, WITH THE ALLOCATION OF FUNDS BASED UPON SPECIFIED TARGET PERCENTAGES (OR RANGE OF TARGET PERCENTAGES) FOR EACH TYPE OF INVESTMENT INSTRUMENT. THE OVERALL INVESTMENT OBJECTIVE IS TO MAXIMIZE THE TOTAL RETURN FROM INCOME (DIVIDENDS AND INTEREST) AND THE APPRECIATION OF INVESTMENTS. ANY INCOME ON THE ENDOWMENT FUNDS AND ANY INCREASE IN VALUE OVER THE HISTORICAL DOLLAR VALUE AT THE TIME OF THE DONATION ARE GENERALLY TRANSFERRED TO GENERAL OPERATING FUNDS WITHIN THE YEAR EARNED FOR PROGRAM PURPOSES, INCLUDING, WHERE REQUIRED, THE PURPOSE AUTHORIZED BY THE RELEVANT CONTRIBUTIONS TO THE ENDOWMENT. CURRENTLY IT IS THE POLICY OF THE BOARD OF DIRECTORS THAT TRANSFERS FROM THE ENDOWMENT FUNDS DO NOT DEPLETE THE VALUE OF THE ENDOWMENT FUNDS BELOW HISTORICAL DOLLAR VALUE AT THE TIME OF DONATION. PART X, LINE 2: THE LEAGUE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2022 AND 2021, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 ("INCOME TAXES"), WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. 1 AMERICAN COMPOSERS ORCHESTRA 494 8TH AVENUE STE 503 NEW YORK NY 10001 494 8TH AVENUE STE 503 NEW YORK NY 10001 132838450 501(C)(3) 21000 0 MUSIC ASSISTANCE FUND AMERICAN COMPOSERS ORCHESTRA 494 8TH AVENUE STE 503 NEW YORK NY 10001 494 8TH AVENUE STE 503 NEW YORK NY 10001 132838450 501(C)(3) 52000 0 WOMEN COMPOSING INITIATIVES ATLANTA SYMPHONY ORCHESTRA 1280 PEACHTREE STREET NE ATLANTA GA 30309 1280 PEACHTREE STREET NE ATLANTA GA 30309 580633971 501(C)(3) 25000 0 CATALYST FUND GRANT CHARLESTON SYMPHONY ORCHESTRA PO BOX 30818 CHARLESTON SC 29417 PO BOX 30818 CHARLESTON SC 29417 576000192 501(C)(3) 25000 0 CATALYST FUND GRANT CHICAGO PHILHARMONIC 226 S WABASH AVE FL 10 CHICAGO IL 60604 226 S WABASH AVE CHICAGO IL 60604 363616076 501(C)(3) 25000 0 CATALYST FUND GRANT GREATER CONNECTICUT YOUTH ORCHESTRAS 883 BLACK ROCK TURNPIKE FAIRFIELD C 883 BLACK ROCK TURNPIKE FAIRFIELD CT 06825 061325895 501(C)(3) 25000 0 CATALYST FUND GRANT HAWAI'L SYMPHONY ORCHESTRA 3610 WAIALAE AVE HONOLULU HI 96816 3610 WAIALAE AVE HONOLULU HI 96816 452861988 501(C)(3) 25000 0 CATALYST FUND GRANT INDIANAPOLIS CHAMBER ORCHESTRA 4603 CLARENDON RD INDIANAPOLIS IN 46208 4603 CLARENDON RD INDIANAPOLIS IN 46208 311132072 501(C)(3) 25000 0 CATALYST FUND GRANT JACKSONVILLE SYMPHONY 300 WATER ST #200 JACKSONVILLE FL 32202 300 WATER ST 200 JACKSONVILLE FL 32202 596002520 501(C)(3) 25000 0 CATALYST FUND GRANT KALAMAZOO SYMPHONY ORCHESTRA 359 S KALAMZOO MALL #100 KALAMAZOO MI 49007 359 S KALAMZOO MALL 100 KALAMAZOO MI 49007 386005710 501(C)(3) 25000 0 CATALYST FUND GRANT LOUISVILLE ORCHESTRA 624 W MAIN ST #400 LOUISVILLE KY 40202 624 W MAIN ST 400 LOUISVILLE KY 40202 616000384 501(C)(3) 25000 0 CATALYST FUND GRANT MINNESOTA ORCHESTRA 1111 NICOLLET MALL MINNEAPOLIS MN 55403 1111 NICOLLET MALL MINNEAPOLIS MN 55403 410693875 501(C)(3) 25000 0 CATALYST FUND GRANT NAPA VALLEY YOUTH SYMPHONY 1800 SALVADOR AVE NAPA CA 94558 1800 SALVADOR AVE NAPA CA 94558 141843988 501(C)(3) 25000 0 CATALYST FUND GRANT NEW JERSEY SYMPHONY 60 PARK PL #900 NEWARK NJ 07102 60 PARK PL 900 NEWARK NJ 07102 221559422 501(C)(3) 25000 0 CATALYST FUND GRANT ORCHESTRA LUMOS 263 TRESSER BLVD #12 STAMFORD CT 06901 263 TRESSER BLVD 12 STAMFORD CT 06901 066100039 501(C)(3) 25000 0 CATALYST FUND GRANT SAN DIEGO YOUTH SYMPHONY AND CONSERVATORY 1650 EL PRADO #207A SAN DIEGO 1650 EL PRADO 207A SAN DIEGO CA 92101 237380943 501(C)(3) 25000 0 CATALYST FUND GRANT SOUTH DAKOTA SYMPHONY ORCHESTRA 301 S MAIN AVE SIOUX FALLS SD 57104 301 S MAIN AVE SIOUX FALLS SD 57104 466017026 501(C)(3) 25000 0 CATALYST FUND GRANT SYMPHONY TACOMA 901 BROADWAY SUITE 600 TACOMA WA 98402 901 BROADWAY SUITE 600 TACOMA WA 98402 916032976 501(C)(3) 25000 0 CATALYST FUND GRANT WALLA WALLA SYMPHONY 131 12 E MAIN ST #201 WALLA WALLA WA 99362 131 1/2 E MAIN ST 201 WALLA WALLA WA 99362 910925802 501(C)(3) 25000 0 CATALYST FUND GRANT WINSTON-SALEMN SYMPHONY 301 N MAIN ST STE 1901 WINSTON-SALEM NC 27101 301 N MAIN ST STE 1901 WINSTONSALEM NC 27101 560692826 501(C)(3) 25000 0 CATALYST FUND GRANT WISCONSION CHAMBER ORCHESTRA 321 E MAIN ST MADISON WI 53703 321 E MAIN ST MADISON WI 53703 396078526 501(C)(3) 25000 0 CATALYST FUND GRANT YOUTH ORCHESTRAS OF SAN ANTONIO 106 AUDITORIUM CIRCLE STE 130 SAN ANTON 106 AUDITORIUM CIRCLE STE 130 SAN ANTONIO TX 78205 741926713 501(C)(3) 25000 0 CATALYST FUND GRANT 21 WOMEN COMPOSER COMMISSIONS COMMISSION FOR JESSE ROSEN PERFORMANCE AT CONFERENCE PANELIST FOR REGRANTING PROGRAMS FORD MUSICIAN GRANTS PART I, LINE 2: EACH GRANTEE IS REQUIRED TO SUBMIT TWO GRANT REPORTS: AN INTERIM REPORT AND FINAL REPORT. GRANTEES ARE ASKED TO DECRIBE HOW THE FUNDS WERE ULTIMATELY USED FOR THEIR WORK. THE SECOND-YEAR GRANT PAYMENT IS CONTIGENT ON DEMOSTRATION OF THE GRANTEE'S FULLFILLMENT OF ITS INTENDED WORK. X X X X 0 0 0 0 0 0 0 0 0 SIMON WOODS PRESIDENT/CEO 374619 0 0 0 19500 0 27000 0 47616 0 468735 0 0 0 HEATHER NOONAN VP ADVOCACY 180655 0 0 0 19500 0 8467 0 47616 0 256238 0 0 0 MARLAH MCDUFFIE VP OF DEVELOPMENT 198919 0 0 0 0 0 7800 0 28403 0 235122 0 0 0 KAREN YAIR VP KNOWLEDGE LEARNING 170640 0 0 0 0 0 7197 0 36809 0 214646 0 0 0 CELESTE WROBLEWSKI VP MARKETING AND COMM. 170663 0 0 0 0 0 7216 0 24905 0 202784 0 0 0 RACHEL GALLANT EXECUTIVE LEADERSHIP PROGRAM 121382 0 0 0 0 0 4937 0 47940 0 174259 0 0 0 MARC MARTIN SENIOR DIRECTOR OF FINANCE 117378 0 0 0 0 0 5237 0 36761 0 159376 0 0 0 AUDREY ELLIOTT-RISBUD SENIOR DIRECTOR DEV. 114598 0 0 0 0 0 4730 0 38721 0 158049 0 0 0 JESSE ROSEN PRESIDENT/CEO (FORMER) 109437 0 0 0 14625 0 7004 0 23569 0 154635 0 0 0 SCHEDULE J, PART II, COLUMN B(III): THE AMOUNTS IN THIS COLUMN REPRESENT CONTRIBUTIONS TO 457(B) RETIREMENT PLAN. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE LEAGUE OF AMERICAN ORCHESTRAS IS COMPRISED OF OVER 600 ORCHESTRA MEMBERS, 220 INSTITUTIONAL MEMBERS, AND 900 INDIVIDUAL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS AND OVERSEE GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDANT ACCOUNTANT PREPARES THE FORM 990. MANAGEMENT REVIEWS THE 990 DRAFT IN DETAIL BEFORE SUBMITTING IT TO THE CEO WHO THEN REVIEWS IT IN DETAIL. ONCE APPROVED BY MANAGEMENT, THE DRAFT 990 IS THE SENT TO THE ENTIRE BOARD WITH A COMMENT PERIOD. ONCE THE REVIEW PERIOD EXPIRES AND, IF THERE ARE NO CHANGES, THE FORM IS FILED WITH THE IRS. IF CHANGES ARE REQUIRED, THE FORM IS UPDATED AND FILED WITH THE IRS PRIOR TO ITS DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C A DISCLOSURE STATEMENT IS DISTRIBUTED TO ALL BOARD MEMBERS AND COLLECTED ANNUALLY AND IS DISCUSSED AT THE TIME THAT IT IS CIRCULATED. THE LEAGUE ALSO INVESTIGATES ANY CONFLICT(S) THAT MAY BE REPORTED BY ANY BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15 IN 2015, THE HR COMMITTEE CONDUCTED A STUDY WHICH ESTABLISHES SALARY LEVELS COMPARABLE TO THE EXECUTIVES OF LARGER ORCHESTRAS THROUGHOUT THE US. THE RECRUITING COMMITTEE MADE UP OF BOARD MEMBERS SPECIFICALLY FOR THE RECRUITMENT OF THE NEW CEO ESTABLISHED THE NEW CEO'S COMPENSATION IN 2020. THE CONTRACT WAS APPROVED BY THE BOARD CHAIR. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS APPEAR ON THE LEAGUE'S WEBSITE. COPIES ARE ALSO MADE AVAILABLE TO ALL MEMBERS AT THE LEAGUE'S ANNUAL MEETING WHICH IS HELD DURING THE ANNUAL CONFERENCE. COPIES ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE FROM THE PRIOR YEAR.